Overview

* Xpel ( XPEL ) Q3 revenue grows 11.1% to $125.4 mln, beating analyst expectations

* EBITDA for Q3 decreases 8.1% to $19.9 mln

* Company plans $75-150 mln investment in manufacturing and supply chain

Outlook

* XPEL expects Q4 2025 revenue between $123 mln and $125 mln

* XPEL ( XPEL ) plans $75 mln to $150 mln investment in manufacturing and supply chain

* XPEL ( XPEL ) aims for gross margin of 52%-54% by 2028

Result Drivers

* REVENUE GROWTH - Revenue increased 11.1% to $125.4 mln, driven by growth in product and service revenue

* MARGIN PRESSURE - Gross margin faced pressure due to unfavorable non-tariff related price increases

* STRATEGIC INVESTMENTS - Co plans $75-150 mln investment in manufacturing and supply chain to improve margins

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $125.40 $119.30

Revenue mln mln (3

Analysts

)

Q3 EPS $0.47

Q3 Net $13.10

Income mln

Q3 Gross 41.80%

Margin

Q3 $19.90

EBITDA mln

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the auto, truck & motorcycle parts peer group is "buy"

* Wall Street's median 12-month price target for Xpel Inc ( XPEL ) is $45.00, about 22.3% above its November 4 closing price of $34.98

* The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 16 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)